Table S8 Sample Plan Phase Task Scorecard

PM Milestone Project Management Templates

PM Milestone 7000 Project Management Templates

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1

2

3

4

5

6

Tool

Score

% Task Completion

Task Results Versus Gate Requirements

Risk Color (R, Y, G)

Gate Deliverable

Conduct market channel, distribution and sales process mapping and noise diagramming; conduct current market trend analysis

Documented marketing and sales process maps

Define customer relationship management plan

Documented customer relationship management plan

Develop marcom plan

Documented marcom plan

Define product or service positioning relative to brand strategy

Documented brand positioning plan

Develop channel management and distribution plan

Documented channel management and distribution plan

Develop robust marketing plan

Documented robust marketing plan

Develop robust sales channel plan

Documented robust sales plan

Develop marketing collateral, advertising, and promotional materials

Marketing collateral, advertising, and promotional materials

Develop channel management and distribution plan

Documented channel management and distribution plan

Update marketing critical parameters database

Documented updates to marketing and sales critical parameters database

Develop sales critical parameters database

Documented sales critical parameters database

Update RWW Analysis

Documented updates to RWW Analysis

Update business case

Documented update to the business case

1

2

3

4

5

6

Tool

Score

% Task Completion

Task Results Versus Gate Requirements

Risk Color (R, Y, G)

Gate Deliverable

Create Launch phase project management plan and risk mitigation plan

Documented Launch phase project management plan and risk mitigation plan

Columns 1 and 6 align the task to a specific gate deliverable for justifying the task. (Never conduct a task if you can't justify its ability to produce a gate deliverable and fulfill a gate requirement.)

Average Tool Score (ATS) illustrates overall tool quantification across the three scoring dimensions. (A high ATS indicates that a task is being underwritten by proper tool usage.)

% Task Completion is scored on a 10 to 100% scale. This measure is critical if you want to understand how completely each specific, major task is being done.

Color coding is intended to illustrate the nature of the risk accrual for each major task within this phase of the process. Color code risk definitions are found in Chapter 2 .

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Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

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